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CIMB

Preferred Relationship Manager (Kuching, Bintulu & Miri)

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  • Posted a month ago
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Job Description

JOB DESCRIPTION:

Preferred Relationship Manager (Kuching, Bintulu & Miri)

Job Highlights

  • Competitive remuneration & potential to earn where sky is the limit!
  • Personal & career growth opportunities.
  • Opportunity to work across the regions.

Key Responsibilities:

  • Acquire and manage customer relationships by providing financial planning advice in a sales-oriented environment.
  • Manage customer relationships to increase share of wallet under the Farmer concept.
  • Provide financial planning advice to customers - focusing on Wealth Management Products.
  • Take initiative and run activities to source leads.
  • Keep abreast of customers need and market trends and competitors programme offer and activities for targeted customers regularly.
  • Liaise with customers and convert leads to sales.
  • RM will be responsible for managing client relationships, developing business opportunities, providing financial advice, & ensuring customer satisfaction.
  • Daily tasks include meeting with clients, analyzing financial data, and recommending banking services.

Job Requirements:

  • Degree / Diploma holders in any discipline.
  • Minimum 2 3 years of working experience in banking fields (in Wealth Management / Investment / Bancassurance will be advantages).
  • MUST have basic knowledge of banking products and services.
  • MUST Possess thecompulsory licenses such as IPPC, CUTE, PRS, PCEIA, CEILLI / PCIL & TBE.
  • Result oriented, passionate with marketing and willing to adopt to new things.
  • Ability to work independently with minimum supervision.
  • Ability to deliver high quality customer service to external and internal customers.
  • Possess good interpersonal skills and able to actively interact with all levels of customers.

  • (Only shortlisted candidates will be notified.)

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About Company

Job ID: 138923439